Together, we can help you get where you want to go
Wealth Management isn't just for the wealthy. It's for anyone who has goals and dreams - and the desire to build up their finances in pursuit of a better future. At WCCU, our experienced team can help you put together a solid portfolio, create a college savings plan, look down the road at retirement, and much more.
- WCCU's wealth management program, MEMBERS Financial Services, is offered through CUNA Brokerage Services, Inc.*
- Services include insurance, business and retirement planning.
- Investment tools include stocks, bonds and mutual funds.
For a no-cost consultation, contact our expert.
*The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2627718.1-0719-0821
Review Mr. Lagasse's background on FINRA's BrokerCheck.
WCCU helped my wife and I pay off our mortgage. We have been mortgage-free for over a year now and have gained financial freedom.David I. of Charlestown
We joined right after WCCU opened. Needed a loan to pay off some bills. Everyone is so helpful and always has a smile for you. Always made me feel like part of the family. For me...the WCCU is the only place to bank! Thank you so much for such great service over the many years!Gerry M. of Westerly
We joined the WCCU many years ago because we really got tired of the big banks with their big fees and lack of community. We stayed because they treated us like we mattered. They valued their members by offering great rates on mortgages and HEQ loans. When my husband became ill, they worked with us until we could get back on our feet. Only small hometown banks offer this type of service.Deanna C. of Westerly